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Coca-Cola

3,280 hedge funds and large institutions have $195B invested in Coca-Cola in 2024 Q4 according to their latest regulatory filings, with 390 funds opening new positions, 1,317 increasing their positions, 1,238 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 390 | Existing positions closed: 194

17% more call options, than puts

Call options by funds: $1.96B | Put options by funds: $1.68B

5% more funds holding

Funds holding: 3,1363,280 (+144)

6% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 1,238

0.09% more ownership

Funds ownership: 72.08%72.17% (+0.09%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

12% less capital invested

Capital invested by funds: $223B → $195B (-$27.4B)

Holders
3,280
Holders Change
+144
Holders Change %
+4.59%
% of All Funds
43.17%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
390
Increased
1,317
Reduced
1,238
Closed
194
Calls
$1.96B
Puts
$1.68B
Net Calls
+$280M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
2076
Clark Wealth Partners
Illinois
$630K +$661K +10,124 New
BWM
2077
BCS Wealth Management
Tennessee
$629K +$660K +10,108 New
SN
2078
Sittner & Nelson
Oregon
$627K +$8.68K +133 +1%
JAG
2079
Journey Advisory Group
Kentucky
$627K
CA
2080
Cambridge Advisors
Nebraska
$626K +$4.7K +72 +0.7%
SPWM
2081
Schrum Private Wealth Management
Florida
$625K -$509K -7,800 -44%
GWA
2082
Gibson Wealth Advisors
Texas
$623K
SIS
2083
Sound Income Strategies
Florida
$622K +$91.9K +1,408 +16%
ERWM
2084
Elk River Wealth Management
Colorado
$621K
SIG
2085
Spinnaker Investment Group
California
$621K +$653 +10 +0.1%
FH
2086
FWG Holdings
Florida
$619K +$522 +8 +0.1%
GWM
2087
Gibbs Wealth Management
Georgia
$618K +$85.4K +1,308 +15%
VCM
2088
Virtue Capital Management
Tennessee
$618K -$3.39K -52 -0.5%
GHAM
2089
Gilman Hill Asset Management
Connecticut
$617K -$35.9K -550 -5%
EPIME
2090
Evelyn Partners Investment Management (Europe)
$616K +$646K +9,893 New
MP
2091
McDonald Partners
Ohio
$616K -$13.8K -212 -2%
EFG
2092
Embree Financial Group
Illinois
$616K +$4.44K +68 +0.7%
RW
2093
Regimen Wealth
Georgia
$615K +$9.14K +140 +1%
OPWM
2094
Oregon Pacific Wealth Management
Oregon
$614K +$644K +9,869 New
NAG
2095
Northstar Advisory Group
New Jersey
$613K -$2.08M -31,863 -76%
SWMG
2096
Sard Wealth Management Group
Georgia
$612K +$70.2K +1,075 +12%
SIS
2097
Strategic Investment Solutions
Illinois
$612K +$12K +184 +2%
RMCM
2098
Reynders McVeigh Capital Management
Massachusetts
$611K -$13.1K -200 -2%
RTC
2099
Real Talk Capital
Tennessee
$610K +$640K +9,798 New
HWA
2100
HCR Wealth Advisors
California
$609K -$6.27K -96 -1%

KO Hedge Fund Activity: Q4 2024 in Review

3,280 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2024, worth a combined $195B — down 12% from $223B a quarter earlier.

Buyers outnumbered sellers: 390 funds opened new KO positions and 194 closed out — a net gain of 196 holders — while 1,317 added to existing stakes and 1,238 trimmed.

The largest buyer was Capital International Investors, adding an estimated $798M. The largest seller was GQG Partners, cutting an estimated $2.01B.

  • 3,280 institutional investors held Coca-Cola (KO) as of Q4 2024, up from 3,136 in Q3 2024.
  • Funds reported $195B of Coca-Cola stock for Q4 2024, down 12% quarter-over-quarter.
  • 390 funds opened new Coca-Cola positions in Q4 2024 and 194 closed out, a net change of +196 holders.
  • The largest Coca-Cola buyer in Q4 2024 was Capital International Investors, an estimated $798M added.
  • The largest Coca-Cola seller in Q4 2024 was GQG Partners, an estimated $2.01B sold.

Based on aggregated 13F filings for Q4 2024.